Other · DOL Form 5500 · 2023

American Gastroenterological Association Retirement Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
98
Participants Small participant base
79th
Percentile by assets National rank
$309,107
Avg per participant High balance/head
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Official DOL plan name: Aga Institute Retirement Plan · Sponsored by American Gastroenterological Association · Maryland · Other Services

$30M in assets, 98 participants

American Gastroenterological Association's Aga Institute Retirement Plan reported $30M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 79th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,044 in Other Services (7,857 peers)

Where Aga Institute Retirement Plan sits by assets

Aga Institute Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 98 participants (~$309,107/participant), up 21.6% in 2023.

#7,044
in Other Services (7,857 peers)
+21.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Aga Institute Retirement Plan's outsized position by total assets

Aga Institute Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$30,292,442 Top 21% higher than 79% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Aga Institute Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aga Institute Retirement Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aga Institute Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Aga Institute Retirement Plan end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Aga Institute Retirement Plan reported participants rose from 87 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 366066325 · American Gastroenterological Association PY 2023 · Other

Aga Institute Retirement Plan · $30M · 98 · 79th

  • 5500 $30M
  • ASSETS 98
  • PCT 79th
  • EIN Other
  • RANK near Cape Henry Collegiate Retirement Plan
  • PHOTO ind #7044

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in Maryland →

Aga Institute Retirement Plan in the asset neighbourhood

Sewickley Academy DC Plan$30M403(b) Thrift Plan for Employees of the Hagedorn Little Village School403(b) Thrift Plan for Emplo…$30MCape Henry Collegiate Retirement PlanCape Henry Collegiate Retire…$30MAga Institute Retirement Plan$30MCoker University 403(b) Defined Contribution PlanCoker University 403(b) Defi…$30M
End-of-year total assets ($M) among Aga Institute Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$5M
Employer EIN366066325
Plan Effective Date1992-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Gastroenterological Association)

Sponsor-wide plan assets over time

All American Gastroenterological Association plans reported in each filing year

Latest sponsor-wide plan assets
$35M 38.77748833098639% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.9M $34.6M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 87 $25M
2023 1 98 $30M
2024 1 96 $35M

Nearby Other Plans in Maryland

Peer Other plans, same state, same plan type, ranked by total assets.

Aga Institute Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Aga Institute Retirement Plan, Total assets ($B): 0.030292442 · Participants: 98Aga Institute Retirement PlanJohns Hopkins University 403(b) Plan, Total assets ($B): 7.843208337 · Participants: 25369Johns Hopkins University 403(b) PlanMedstar Health, Inc. Retirement Savings Plan, Total assets ($B): 2.964902016 · Participants: 31642Medstar Health, Inc. Retirement Savings PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan B, Total assets ($B): 2.653072821 · Participants: 9305The Johns Hopkins University Applied Physics Laboratory Pension Plan BHoward Hughes Medical Institute Retirement Savings Plan, Total assets ($B): 1.798525441 · Participants: 2154Howard Hughes Medical Institute Retirement Savings PlanJohns Hopkins Health System Corporation 403(b) Plan, Total assets ($B): 1.449412779 · Participants: 17639Johns Hopkins Health System Corporation 403(b) Plan
Aga Institute Retirement Plan vs. nearby Other plans in Maryland, assets vs. participants
Compare Aga Institute Retirement Plan side-by-side with 3 peers →

Aga Institute Retirement Plan's out-of-state Other peers by assets and headcount

Outside Maryland, the nearest Other by assets is Cape Henry Collegiate Retirement Plan in VA ($30M); by covered participants it is The Bay School of San Francisco DC Retirement Plan in CA (98 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aga Institute Retirement Plan assets move in 2023? ▼
Aga Institute Retirement Plan grew sharply - up 21.6% during 2023, from $25M to $30M. Reported net income was $5M.
How have American Gastroenterological Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Gastroenterological Association's sponsor-wide assets grew 38.8%, from $25M to $35M.
Where does Aga Institute Retirement Plan rank by assets among Form 5500 filers? ▼
Aga Institute Retirement Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Aga Institute Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Cape Henry Collegiate Retirement Plan in VA ($30M, 178 participants).
Which Other plans cover a similar participant headcount to Aga Institute Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is The Bay School of San Francisco DC Retirement Plan in CA (98 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 366066325.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.